401(k) · DOL Form 5500 · 2024

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
44th
Percentile by assets National rank
$512,471
Avg per participant High balance/head
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Official DOL plan name: Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan · Sponsored by Orange County Thoracic & Cardiovascular Surgeons · California · Healthcare & Social Assistance

$6M in assets, 11 participants

Orange County Thoracic & Cardiovascular Surgeons's Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,054 in Healthcare & Social Assistance (16,916 peers)

Orange County Thoracic & Cardiovascular Surgeons multi-year trail

Orange County Thoracic & Cardiovascular Surgeons's plans moved +30.4% in assets from 2022 to 2024; this filing shows Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan at $6M / 11 participants.

#8,054
in Healthcare & Social Assistance (16,916 peers)
+11.4%
assets growth YoY

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,637,179 44th percentile higher than 44% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan reported net income fell from $737K in the plan year 2023 filing to $578K in the plan year 2024 filing.
  • Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330638112 · Orange County Thoracic & Cardiovascular Surgeons PY 2024 · 401(k)

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan · $6M · 11 · 44th

  • BOOK $6M
  • VS-ST 11
  • BOY 44th
  • SCH 401(k)
  • EBSA near Resolvit Resources LLC 401(k) Retirement Plan
  • PART ind #8054

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan in the asset neighbourhood

Orange County Thoracic & Cardiovascular Surgeons 401(k) PlanOrange County Thoracic & Car…$6MResolvit Resources LLC 401(k) Retirement PlanResolvit Resources LLC 401(k…$6MTotal Sand Services, LLC 401(k) PlanTotal Sand Services, LLC 401…$6MGoodwill Industries Employee Savings PlanGoodwill Industries Employee…$6MRevive Infrastructure Group, LLC 401(k) PlanRevive Infrastructure Group,…$6M
End-of-year total assets ($M) among Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Orange County Thoracic & Cardiovascular Surgeons multi-year asset trail

Sponsor-wide plan assets over time

All Orange County Thoracic & Cardiovascular Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.408628488094493% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.32M $5.64M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $5M
2024 1 11 $6M

Orange County Thoracic & Cardiovascular Surgeons filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$578K
Employer EIN330638112
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan, Total assets ($B): 0.005637179 · Participants: 11Orange County Thoracic & Cardiovascular Surgeons 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan side-by-side with 3 peers →

Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Resolvit Resources LLC 401(k) Retirement Plan in WA ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan assets move in 2024? ▼
Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $5M to $6M. Reported net income was $578K.
How have Orange County Thoracic & Cardiovascular Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Thoracic & Cardiovascular Surgeons's sponsor-wide assets grew 30.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resolvit Resources LLC 401(k) Retirement Plan in WA ($6M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330638112.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.